SwiftRoot / Calgary, Alberta
We sit down with you and your team to find where AI can help most and build a practical plan. Together, we connect your business knowledge and workflows in a shared second brain. Your team can build on each other’s know-how, with AI drawing on that same knowledge to help everyone get more done.
Then we work alongside your staff, practising real tasks together. Hands-on training and support help your team accomplish more without working harder.
“We iterated fast, never lost clarity on priorities, and the finished product outperformed what we imagined.”
Sound familiar?
Emails, order checks and admin already fill the day. You want AI to help, but you’re not sure where to start or whether you’ll set it up right. Every new chat means explaining your business again. When one person figures something out, it stays with them instead of helping the whole team.
Nobody’s shown your team how to use AI for their actual jobs. Learning it takes time they don’t have, so when things get busy, everyone goes back to the way they know. You’re paying for AI tools and still doing the same work by hand.
An answer means searching emails, checking a spreadsheet and chasing a missing detail. Your team keeps looking. Your customer keeps waiting.
The newsletter, sales follow-up and outreach keep getting bumped for today’s orders. You finish the week having kept things running, with the growth work still on the list.
They’re expected to learn a new tool while keeping up with the same workload. Without hands-on help using it for their actual jobs, doing it by hand still feels quicker.
Know where to start.
We sit down with you and your team to find what’s eating up the day, where work gets stuck and where AI could help. Together, we choose what to tackle first and make a practical plan for the work, the tools and the training.
Get repeat work off your plate.
Sorting emails, checking orders and preparing routine replies all take time. We build AI help around the tasks your team keeps doing by hand, so they have more room to look after customers and follow up opportunities.
Give your people the support to do more.
We train your team on their actual work and help when questions come up. Their processes, answers and know-how have a shared home, so what one person figures out helps everyone find answers, prepare work and put ideas into practice.
Hands-on training and ongoing support are included in Mission Control. Your team learns with us, using the work they already need to get done.
Four connected layers: what matters, how people decide, how work flows and the tools behind it.
We trace real work through your business to understand what holds it up, what your people know and what needs to change.
We look at your goals and the work behind them. Where is time being lost, what is holding growth back and which problem deserves attention first?
We uncover the know-how your team relies on: the judgment calls, exceptions and checks that rarely make it into a process document.
We follow the steps from request to result, looking for repeated effort, missing information and handoffs where work gets stuck.
We look at the tools and information your team uses, where they connect and where people have to fill the gaps by hand.
Hover, focus or tap a layer to explore. Tap again, click outside or press Escape to return to the overview.
Flight Plan
We examine where work gets stuck, test what’s causing it and agree what to tackle first.
Flight Plan: a separate paid investigation and 90-day plan.
Take Off
Under Mission Control, we connect the agreed knowledge and tools, build your first workflows and practise with your people on real work.
Implementation, training and support, scoped together.
In Flight
We support your team, work through questions and refine the agreed workflows as you use them.
A working setup your people can use and check.
From plan to practical help
A clear plan for where to start. Shared business knowledge your people and AI can use. Practical help with the work that fills your day.
We sit down with your team, examine where work gets stuck and choose where AI could help. You get a practical 90-day plan covering the priorities, the reasons behind them and what it will take to put them into practice.
Choose the work before choosing the tools.
We bring your processes, answers and working knowledge into a shared home. Your people can find what they need, and AI can use that same information to answer questions and prepare work without being told about your business from scratch each time.
What one person knows can help the whole team.
We set up AI assistants with your business knowledge to answer questions and prepare drafts. Connected workflows move information between your tools, with your team reviewing the results. We choose tools that fit the job and build custom software only where it’s needed.
Work prepared. Next steps clear. Your people in control.
Training & support
We work alongside your people on real tasks, helping them use the setup, check results and work through questions.
Included in Mission Control. We agree your team’s involvement and support arrangements before we begin.
Seven business areas
Practical help across seven areas of your business. Start with the work that needs attention.
Choose an area to see examples.We help you see what's happening in your business and decide what needs your attention.
We help you create content that sounds like you and speaks to your customers, without the AI slop.
We help you spend less time chasing leads and more time having useful sales conversations.
We help you get more done by automating the day-to-day work that slows you down.
We help you keep clients informed and deliver what you promised, with less back-and-forth.
We help you stay on top of invoices, payments and paperwork so admin doesn't take over.
We help your team put AI to work with practical training and assistants built around their roles.
Work on what matters most
AI assistants can prepare work, find answers and carry out agreed steps using your business information and tools. You and your team check the results and approve decisions. Depending on the jobs we choose, that could mean:
From prepared work to a clear next step Enquiry → prepared reply → staff review → handover
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“Great service, excellent at problem solving, a joy to work with. Alek has a wonderful personality and is really great at bouncing ideas off of each other to result in the best product possible.”
“Swiftroot created a custom technical solution while working with our pressing product deadlines. We appreciated their flexibility when changes arose. Would work with them again.”
“We consider SwiftRoot our IT Director. They guide our technical strategy, create new things, and keep our e-learning platform humming. There is no one we'd rather turn to for technology.”
“I am always so impressed with how organized, detail oriented and knowledgeable SwiftRoot is when dealing with clients. It’s been an absolute pleasure working with you guys!”
“Working with Swiftroot has been an ABSOLUTE pleasure. Alek took the time to understand my vision and worked with me to find the best technological fit for my business. The team at Swiftroot is professional, timely, and truly dedicated to helping their customers succeed.”
Before you start
No. We explain the tools through work your team recognises and practise the first tasks together. Learning continues as you use the workflow, check results and improve it. Your people stay involved in deciding what changes and when a person needs to take over.
Flight Plan is the first paid step: an investigation of agreed areas of your business. We examine recent examples, test what may be causing the problem and turn the findings into priorities and a practical 90-day plan. Implementation follows under a separate Mission Control engagement, with training and support included for the agreed workflows.
Yes. After Flight Plan, you can continue into Mission Control for implementation, including training and support for the agreed workflows. We work with your staff to document the steps, configure the agreed assistance and practise using it on real work. You can also carry out the plan with your own team or another provider. The 90 days describe the plan’s horizon, not an included implementation period.
Yes. Training and support are included in your agreed Mission Control implementation engagement. We help your team learn the selected workflows and support them as they put those workflows into use. We agree the support arrangements before implementation begins. Flight Plan is the separate paid diagnostic step.
Pre-Flight is our free assessment for business owners: 28 questions, about four minutes, no AI knowledge needed. It gives you a starting point from your own answers, rather than a verified diagnosis or a paid 90-day plan. Your report appears on the page as soon as you finish. You can print it or save it as a PDF through your browser. No call is booked automatically, and the report is not automatically emailed.
Before the questions, it asks for your name, email address and company so the report can be identified as yours. MailerLite sends a confirmation for optional practical follow-up. You can choose whether to confirm and unsubscribe at any time.
SwiftRoot privately archives your contact details, completed answers and calculated results in AWS. Only your contact details go to MailerLite, not your answers, scores or report. Read the privacy policy for storage, retention and your choices.
